Catherine Milligan
Fortress Planning Group · Pewaukee, Wisconsin
Catherine Milligan is a fee-only financial advisor at Fortress Planning Group in Pewaukee, Wisconsin. Fortress Planning Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Fortress Planning Group |
|---|---|
| Based in | Pewaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $345.3M across 902 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7884579 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bestinwealth.com |
How Catherine's firm compares
- Fortress Planning Group's average account is about $383,000, from its Form ADV (assets managed divided by 902 accounts).
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Questions about Catherine
Is Catherine Milligan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Fortress Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Fortress Planning Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Catherine Milligan based?
Catherine Milligan is based in Pewaukee, Wisconsin.
Is Catherine Milligan registered with the SEC?
Yes. Catherine Milligan is registered as an investment adviser representative in WI (CRD 7884579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortress Planning Group manage?
Fortress Planning Group reports $345.3M across 902 accounts in assets under management.
How do I contact Catherine Milligan?
Through Catherine's website, www.bestinwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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